See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,150 | $111,754-21.1% | $103,333-14.7% | $145,922-39.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.04% | 24.77%-6.7pp | 24.88%-6.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,111 | $4,212-26.2% | $3,868-19.6% | $4,660-33.2% |
| Participant deferral / active EE | $7,450 | $5,619+32.6% | $5,057+47.3% | $6,688+11.4% |
| Admin fee / account holder | $2,673 | $9,750-72.6% | $8,355-68.0% | $13,397-80.0% |